Justin Andrew Souma

Michael Carrier is the sole advisor at Michael S. Carrier & Associates, Inc., an independent firm based in Highlands, NC. He holds a Series 65 designation and has 27 years of industry experience, having led his firm since 1997. Michael S. Carrier & Associates provides investment advice and portfolio management primarily to individuals, trusts, and small businesses. The firm tailors portfolios based on client profiles and conducts ongoing reviews, managing accounts on a discretionary basis without imposing a firm-wide minimum account size.

Donald Mcclellan is a financial advisor with Covenant Investment Solutions LLC in Highlands, NC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Prior to founding Covenant Investment Solutions in 2018, he worked at Pruco Securities LLC for three years. He serves as a board member and president of the Highlands Historical Society and is a member of the Rotary Club of Highlands. Covenant Investment Solutions LLC provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs tailored strategies based on clients’ objectives and risk tolerance, utilizing proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis.

Harold Vincent is a financial advisor with Attainment Asset Management LLC in Clayton, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Bb&T Investment Services, Inc. He is also a licensed insurance agent. Attainment Asset Management provides discretionary asset management and separate financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental and technical analysis to manage client portfolios according to their objectives and risk tolerance.

Dave Mccoy is a financial advisor with Freedom Capital Advisors Inc. and holds the Series 63 and Series 65 designations. He has 34 years of industry experience. In addition to his advisory role, he serves as COO of Steam Monsters Inc, an online gaming platform, where he focuses on growth and expansion. Freedom Capital Advisors provides investment advisory and financial planning services primarily to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns, utilizing a combination of fundamental, technical, and macroeconomic analysis.

David Tice is a financial advisor with Moran Tice Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He previously worked at Ranger Alternative Management, LP from 2020 to 2024 and has been involved with Tice Capital, LLC since 2011, where he serves as Chief Executive Officer providing consulting services on macro themes to investment firms and professionals. Moran Tice Capital Management LLC offers discretionary portfolio management primarily for accredited, high-net-worth, and institutional investors through private pooled investment vehicles and separately managed accounts. The firm focuses on long/short equity strategies with an emphasis on precious-metals equities and employs research-driven trading with full discretionary authority across its funds and accounts.

Thomas Dundorf is a CFP® with 36 years of experience in financial advising. He is currently with Family Wealth Partners, LLC and has held positions at Family Wealth Counselors of The Carolinas, LPL Financial, and Independent Advisor Alliance. Dundorf is also the sole member of FWP RE & FS, LLC, a real estate rental business. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, pension consulting, and estate plan coordination, utilizing a range of investment strategies including traditional and alternative assets tailored to clients’ financial goals and risk tolerances.